Client-Focused Financial Services Advisor

Soteria Reinsurance Ltd.; Austin, Northern (TX, KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Fidelity Investments in Austin, TX is seeking a customer-focused professional to provide daily support to our valued clients. You will engage with clients over the phone, assess needs, and facilitate introductions to appropriate services, contributing to strong, lasting relationships.

The role offers on-site training across the branch network, a clear path to FINRA licenses (Series 7, 66) with tuition reimbursement for CFP or related credentials, and a collaborative environment that rewards

Qualifications

• Experience in customer service or financial services is a strong foundation.
• Familiarity with banking, insurance, or financial services is a plus.
• Preparation for Series 7 and Series 66 licenses is supported.
• Tuition reimbursement can aid CFP, degree, or credential goals.
• Act as a technology champion, adopting new tools and sharing knowledge.
• Excellent interpersonal skills and client engagement passion.
• Ability to assess client needs and identify opportunities.
• Strong attention to detail and prioritization.
• Organizational skills to manage multiple tasks.
• Embraces feedback, collaborates well, and stays curious.

Responsibilities

• Provide daily support to Fidelity's valued clients and deliver an exceptional experience.
• Proactively identify opportunities and make effective introductions.
• Contribute to the branch's success and growth by strengthening client relationships.
• Participate in training across in-branch, regionally, nationally, and virtually.

Skills

Client engagement

Financial services knowledge

Communication

Education

Bachelor's degree or equivalent experience

Job description

Fidelity Investments in Austin, TX is seeking a customer-focused professional to provide daily support to our valued clients. You will engage with clients over the phone, assess needs, and facilitate introductions to appropriate services, contributing to strong, lasting relationships.

The role offers on-site training across the branch network, a clear path to FINRA licenses (Series 7, 66) with tuition reimbursement for CFP or related credentials, and a collaborative environment that rewards